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Question 192 - Certified Advanced Administrator (CRT-211) discussion

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Person accounts were recently activated at Cloud Kicks.

There are three record types for accounts:

* B2B customer

* B2C Customer

* External Partner

There are two record types for leads:

* B2B Lead

* B2CLead

The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout.

What should the administrator do to correct this issue?

A.
Hide the Record Type field on the Account section of the Conversion Layout.
Answers
A.
Hide the Record Type field on the Account section of the Conversion Layout.
B.
Build a process that updates the record type field to B2C Customer after conversion.
Answers
B.
Build a process that updates the record type field to B2C Customer after conversion.
C.
Use a validation rule to ensure the company name on B2C Leads is blank.
Answers
C.
Use a validation rule to ensure the company name on B2C Leads is blank.
D.
Change organization-wide default settings for contacts to Controlled by Parent.
Answers
D.
Change organization-wide default settings for contacts to Controlled by Parent.
Suggested answer: B

Explanation:

Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria.

Reference: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm&type=5

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asked 23/09/2024
Ankur Patel
42 questions
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